Current Features
These feature may all sound simple, and they are.
We developed an elegant system of seamlessly connected data and modules
to make your user experience as smooth as possible.
Case Intake
New client processing with automatically saved data and conflict checking.
Case Map
Complete view and control of a case.
All associated contacts, recent activity, and miscellaneous information.
Tools and connections to make the data work for you.
Case Notes
Intuitive display of case communications and records.
Failsafe and efficent interface to write new case notes.
Contact Manager
Easy editing, creation, and conflict checking.
Contact Search
Find-as-you-type for all your contacts.
Display links to associated cases and connections for any contact.